See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,563 | $59,107+97.2% | $86,436+34.9% | $68,494+70.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.01% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,123 | $2,519+103.4% | $3,769+35.9% | $2,596+97.3% |
| Participant deferral / active EE | $9,045 | $5,901+53.3% | $6,952+30.1% | $4,027+124.6% |
| Admin fee / account holder | $11,485 | $5,637+103.8% | $6,731+70.6% | $5,403+112.6% |